Wilbanks Smith & Thomas Asset Management LLC
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Wilbanks Smith & Thomas Asset Management LLC - overview
Established
1990
Location
Norfolk, VA, US
Primary Industry
Financial Services
About
Based in Virginia, US, and founded in 1990 by Chief Executive Wayne Wilbanks, Wilbanks Smith & Thomas Asset Management LLC operates as an asset management company that provides wealth management, investment advisory and capital management services to individuals, institutions, and intermediary partners. In April 2024, Clearstead Advisors, LLC, a portfolio company of Flexpoint Ford, acquired Wilbanks Smith & Thomas Asset Management LLC from Rosemont Investment Group. Wilbanks Smith & Thomas Asset Management LLC provides various financial management solutions such as wealth management, investment advisory and capital management for individuals, institutions, and intermediary partners.
Current Investors
Rosemont Investment Group
Primary Industry
Financial Services
Sub Industries
Investment Banking, e-Financial
Website
www.wstam.com
Verticals
FinTech
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
Wilbanks Smith & Thomas Asset Management LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Trade Sale | Completed | Wilbanks Smith & Thomas Asset Management LLC | - | ||||||||
| Buyout | Completed | Wilbanks Smith & Thomas Asset Management LLC | - |
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